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Very experienced and specialized speakers to educate and work with you.

Upcoming Events​

About Us

The itaxpartners Advantage


itaxpartners is a professional development program dedicated to providing a unique learning experience in the format of seminars, webinars, or interactive panel discussions. While the primary focus is tax we will also provide panel discussions and webinars for the clients we serve. Target subjects are in estate planning, trusts, succession planning, owner/manager issues, capital structures and real estate.

Our mission is to provide professionals and the clients/markets we serve with a unique opportunity to learn, network and connect.

Our goal is to provide practical, professional, focused and detailed knowledge for your practice, business, or family. There are many great educational formats; itaxpartners will follow a path based on our many years of experience and from input from our network of clients and professionals. One such path is to provide in-depth materials and practical examples / case studies focused on tax, estate planning and real estate for the professional. We will also create thought provoking sessions for the clients our professions serve. For some events, this practical learning experience will be followed by an informal networking event with a sponsor, piers, professionals and related service providers. Hence the rational for “partners” in itaxpartners! While we all have the need for continuing education, we will strive to go one step further and connect complementary professionals to assist in their business development. To do this, we will enlist sponsors and service providers our professions work with regularly.


October Courses:

Fri, October 22, 2021

10:00 a.m. EDT, 7.5 hours

Trusts and Estates Full Day Webinar

Speakers: Kim Whaley, CS, TEP, LLM, Founding Partner of Whaley Estate Litigation Partners, and friends

What CPAs, Tax and Financial Professionals need to know about Evolving Privacy and Ethical Risks

This course will introduce key privacy considerations, including ethical responsibilities for practitioners to effectively manage the day-to-day privacy risks they face including:

  • A review of a CPA’s ethical responsibilities with respect to client data

  • Data breach mitigation techniques

  • Improving client and employee confidence

  • Increased understanding of the emerging trends and requirements in the privacy space


  • Garth Sheriff, CPA, CA, CPA (Illinois), CIA, CGMA, MAcc, founder of Sheriff Consulting and Sheriff Consulting Online 

  • Jenelle Ambrose, J.D., Grant Thornton LLP

Thu, October 28, 2021

1:00 p.m. EDT, 1.5 hours

The 7 Secrets to Awesome Financial Presentations

This course will reveal the seven secrets to creating awesome financial presentations that accountants never learn. And best of all, they are simple techniques that you can implement right away.

Speaker: David Trahair, CPA, CA

Tue, October 26, 2021

11:00 a.m. EDT, 3 hours